Investment Advisor Jobs in Brea, CA

Unlock potential by driving full cycle sales, managing pipelines, and closing deals. Engage with prospective customers, negotiate contracts, and utilize sales technology to achieve and exceed quotas i...

Optimize partnerships and programs to enhance relationships, drive growth, and improve operational efficiency through effective collaboration and data analysis across teams and metrics, ensuring high...

Join a team that's driving innovative development projects from concept to completion. You will manage relationships with partners and oversee project execution, ensuring seamless coordination and out...

Lead the charge in gift fund management, ensuring compliance with donor intent and institutional policies, while optimizing donor experiences and collaborating across departments for effective fund ad...

Transform Salesforce B2B Commerce and Sales Cloud operations, ensuring seamless functionality and compliance. Collaborate with cross-functional teams to enhance system efficiency, troubleshoot issues...

Lead the charge in underwriting complex commercial loans, analyzing financials, and assessing risks. Collaborate with lending officers and mentor junior analysts to ensure robust credit evaluations an...

Drive revenue growth by owning the full sales cycle, from prospecting to contract execution. Leverage a strong pipeline and strategic outreach to acquire new clients and achieve sales targets in a dyn...

Transform financial operations by driving strategic initiatives and enhancing organizational efficiency, while reducing leadership's administrative burdens to achieve the goals of the Government Servi...

Shape the future of construction projects by leading pre-construction to close-out phases, ensuring compliance, managing budgets, and coordinating with agencies and contractors to achieve project exce...

Analyze healthcare financial and operational data to provide actionable insights that inform business decisions focused on revenue generation, cost management, and overall financial performance in a d...

Lead the charge in financial strategy and analysis. Drive impactful insights, collaborate with departments, and oversee budgeting and forecasting to enhance profitability and operational excellence ac...

Accelerate progress at managing leaves of absence and benefits administration, ensuring compliance with regulations, recommending improvements, and collaborating with various stakeholders to enhance e...

Empower your career as a Data Engineer, driving the design and implementation of a robust data platform. Collaborate with cross-functional teams to ensure secure, resilient, and efficient access to cr...

Unlock enterprise potential by expertly managing core IT systems and compliance operations, ensuring seamless integration and optimal performance within the insurance sector. Drive efficiency through...

Lead the charge in architecting AI-first automation solutions that enhance operational efficiency and drive sales success. Collaborate with cross-functional teams to deliver scalable, technical roadma...

Innovate the Personal Lines Policy strategy by leading cross-functional squads, managing policy product ownership, and driving a cohesive roadmap to enhance capabilities and deliver value to diverse s...

Join us to manage complex title insurance and escrow claims, deliver high-level legal analysis, and negotiate resolutions in a cooperative environment, fostering professional growth and innovation whi...

Optimize business development strategies within a leading law firm, collaborating with various stakeholders to enhance client relations and market presence. Leverage your expertise to drive initiative...

Join a dynamic team as you manage complex high-value property claims, driving negotiations and resolutions. Use your expertise to provide exceptional customer support while ensuring compliance with re...

Join a dynamic team to manage accounts, ensuring retention and service excellence while resolving complex customer issues and driving performance improvements for a diverse client portfolio in commerc...

Lead the charge in managing client accounts, enhancing retention, and driving new business. Serve as an expert in account management, ensuring high-quality customer service and smooth operation by add...

Lead the charge in payroll tax compliance and processes, ensuring accurate filings and timely responses. Collaborate effectively with teams while managing U.S. payroll tax regulations, audits, and sys...

Drive your career with strategic leadership in Amazon affiliate growth, optimizing strategies for top beauty and lifestyle brands while collaborating with teams to achieve KPIs and maximize revenue im...

Lead the charge in developing and managing the MRO program, overseeing spare parts, inventory, vendor partnerships, and compliance to enhance operational efficiency and sustainability at our facility...

Elevate your career with uncapped commissions and a supportive structure, making daily warm sales calls while delivering exceptional customer service in a well-established organization focused on grow...